What happens after I submit the NOI?

After you submit the NOI, we’ll review the information and send you an email with the contract number for the plan. If we need additional details, your internal wholesaler will contact you.

Next we’ll assign a client implementation manager. The client implementation manager will coordinate the entire implementation process with you and your client. To learn more about the implementation process, please go to our implementation page.

Questions

If you have any questions about submitting the NOI, please call our Advisor Support Team at 800-952-3343, option 2. We’re available from Monday-Friday from 7:30 a.m.-7:00 p.m. CT.